Tax Experienced Manager, Private Client & Family Office Services
$125K - $150K *
Champion client success by managing finance and accounting engagements. Oversee proposals, staff, and financials, while fostering strong relationships and delivering strategic tax solutions that adapt...
1 week ago
Experienced Financial Professional (US Only; Professional Designations Required)
$80K - $120K *
Engage in impactful financial planning by educating clients on personal finance, developing content, and collaborating on growth strategies, while enjoying flexible hours and leveraging advanced techn...
3 weeks ago
Principal Client Partner, New York/Atlanta
$147K - $195K *
Join a team that delivers innovative advertising solutions by cultivating strong client relationships and executing go-to-market strategies. Lead revenue growth efforts through consultative selling an...
4 weeks ago
Alternative Distribution Relationship Manager, Northern Texas and Oklahoma - Vice President
$150K - $175K *
Elevate client investment strategies by enhancing alternative product sales to financial advisors, ensuring clients receive expert support and education to navigate complex offerings and build success...
3 weeks ago
$90K - $120K *
Join a team that's dedicated to optimizing estate and tax strategies for High Net Worth clients. You will directly engage with clients, guiding their decision-making while collaborating with internal...
1 week ago
Client Executive, Advisory Market - Northern California & Pacific Northwest
$134K - $184K *
Engage as a strategic partner to manage and grow a portfolio of complex client relationships. Drive outcomes through consultative approaches, focusing on retention and profitability in group benefits...
2 weeks ago
Family Office Practice Leader - National Private Risk Management
$160K - $200K *
Elevate the strategic vision and market positioning for family office risk management solutions, serving as a trusted advisor and industry authority while driving innovation and business development i...
Reposted today
$62K - $159K *
Advance your career by driving revenue and client relationships through strategic account management and solution-oriented sales tactics that expand our product portfolio and enhance customer satisfac...
Reposted 3 weeks ago
$76K - $106K *
Lead the charge in managing client relationships to drive growth and retention. Oversee activation, adoption, and upselling strategies, ensuring alignment with client goals while resolving issues that...
6 days ago
$100K - $130K *
Drive exceptional client outcomes by leading onboarding, managing relationships, and enhancing value in a strategic, client-focused role. Collaborate across teams to ensure alignment with client needs...
Today
Alternative Distribution Relationship Manager, Illinois, Minnesota, and Wisconsin - Vice President
$150K - $175K *
iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...
Reposted 3 weeks ago
$140K - $160K *
Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...
3 weeks ago
Director, Product Management (Advisor Experience)
$150K - $175K *
Lead the product roadmap for Advisor Experience, enhancing client and advisor interactions. Drive development of tools and integrations to improve efficiency, retention, and satisfaction. Collaborate...
3 weeks ago
Senior Business Development Manager - Capital Markets
$150K - $180K *
Lead the charge in expanding narrow banking solutions across global financial markets. Engage institutional clients to optimize capital flows and enhance digital asset integrations, driving strategic...
Today
Solutions Architect (Wealthtech)
$145K - $174K *
Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...
Reposted 2 weeks ago
Senior Regional Sales Director (DC/MD/VA/PA)
$100K - $125K *
Advance our growth by leading sales and client service initiatives across key financial markets, mentoring staff and nurturing relationships with intermediaries to drive investment strategies and surf...
2 weeks ago
Client Relationship Specialist, KEF
$71K - $125K *
Transform client relationships by driving sales support from transaction initiation to close while managing documentation and ensuring compliance throughout the banking process. Be the pivotal link be...
Reposted 3 weeks ago
Wealth Investment & Portfolio Management Platforms Senior Manager
$112K - $210K *
Join a dynamic team as a technical leader driving innovative portfolio management solutions, ensuring seamless integration and operational excellence across vendor and internal platforms to support in...
Reposted 3 weeks ago
$250K - $400K *
Architect comprehensive tax strategies for ultra-high-net-worth families, guiding tailored solutions and leading a talented team to enhance client experiences while ensuring seamless integration with...
2 days ago
Advisor Marketing Operations & Enablement Manager
$110K - $125K *
Drive operational excellence in advisor marketing by leading a dedicated team, enhancing processes, and implementing scalable solutions to meet strategic growth priorities in a remote environment...
5 days ago
Senior Relationship Manager - Sponsor
$140K - $239K *
Grow strategic relationships and manage a diverse commercial loan portfolio, ensuring compliance and high-quality credit management while driving new business within the Sponsor industry for revenue g...
4 weeks ago
Account Executive, Equity Management
$124K - $156K *
Unlock sales potential by developing and executing targeted territory plans, driving growth in pre-IPO and mid-cap companies. Leverage consultative selling and build strategic partnerships to exceed a...
Reposted 1 week ago
Senior Associate: Transaction Advisory Services
$75K - $101K *
Elevate your career as you lead complex transactions, mentor associates, and collaborate directly with clients to craft effective succession strategies and deal solutions, driving impactful outcomes o...
3 weeks ago
Associate, Endpoint Administrator
$90K - $110K *
Support enterprise endpoint environments by troubleshooting, administering, and improving systems. Collaborate with teams to ensure compliance and enhance endpoint security using Microsoft Intune and...
Reposted 3 weeks ago
Corporate Vice President, Advanced Planning Consultant - West Central Zone
$140K - $200K *
Shape the future of advanced planning by providing strategic support to agents across the West Central Zone. Collaborate on estate, business, and charitable strategies, ensuring customized solutions d...
3 weeks ago